ABD piyasalar\u0131, tahvil faizlerinin g\u00fcn i\u00e7indeki sert y\u00fckseli\u015fini geri vermesiyle Ekim ay\u0131na s\u0131n\u0131rl\u0131 pozitif ba\u015flad\u0131. Halk Yat\u0131r\u0131m analizinde, ABD 10 y\u0131ll\u0131k tahvil faizinin g\u00fcn i\u00e7inde y\u00fczde 5,34 ile 2002\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc\u011f\u00fc, 30 y\u0131ll\u0131k tahvil faizinin de 24 y\u0131l\u0131n zirvesine \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
G\u00fcn\u00fcn ilerleyen b\u00f6l\u00fcm\u00fcnde tahvil faizlerinde y\u00f6n\u00fcn a\u015fa\u011f\u0131 d\u00f6nd\u00fc\u011f\u00fc ifade edilen analizde, 10 y\u0131ll\u0131k tahvil faizinin yakla\u015f\u0131k 5 baz puan, 30 y\u0131ll\u0131k tahvil faizinin ise 3 baz puan geriledi\u011fi aktar\u0131ld\u0131. 2 y\u0131ll\u0131k tahvil faizi de yakla\u015f\u0131k 10 baz puan d\u00fc\u015ferek y\u00fczde 4,793 seviyesine indi.<\/p>\n
Analizde, \u00f6nceki g\u00fcn a\u00e7\u0131klanan beklentilerin alt\u0131ndaki PCE enflasyonu, Fed \u00fcyelerinden gelen temkinli mesajlar ve istihdam verisi \u00f6ncesinde ekim ay\u0131nda faiz art\u0131\u015f\u0131 beklentilerinin zay\u0131flamas\u0131n\u0131n tahvil faizlerindeki hareket \u00fczerinde etkili oldu\u011fu belirtildi.<\/p>\n
Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Philip Jefferson\u2019\u0131n ekonominin y\u00fckselen enerji fiyatlar\u0131, h\u0131zlanan yapay zeka yat\u0131r\u0131mlar\u0131 ve ticaret politikas\u0131ndaki de\u011fi\u015fiklikler dahil \u00e7e\u015fitli \u015foklarla kar\u015f\u0131 kar\u015f\u0131ya oldu\u011funu s\u00f6yledi\u011fi aktar\u0131ld\u0131. Jefferson\u2019\u0131n gelecekteki faiz kararlar\u0131n\u0131n veri e\u011filimleri ve risk dengesi de\u011ferlendirilerek al\u0131nmas\u0131 gerekti\u011fini belirtti\u011fi ifade edildi.<\/p>\n
ABD\u2019de ISM imalat PMI endeksinin Eyl\u00fcl ay\u0131nda 54,5 seviyesinde ger\u00e7ekle\u015ferek geni\u015fleme b\u00f6lgesinde kald\u0131\u011f\u0131 ve 54,9 seviyesindeki piyasa beklentisinin hafif alt\u0131nda bulundu\u011fu kaydedildi. \u0130stihdam endeksi 52,7\u2019ye y\u00fckselirken, fiyat endeksinin 6,8 puan art\u0131\u015fla 77,9\u2019a \u00e7\u0131kmas\u0131n\u0131n imalat sekt\u00f6r\u00fcndeki maliyet bask\u0131lar\u0131n\u0131n g\u00fc\u00e7lendi\u011fine i\u015faret etti\u011fi belirtildi.<\/p>\n
Haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 197 bine gerileyerek 200 bin seviyesindeki beklentinin alt\u0131nda kald\u0131\u011f\u0131, Eyl\u00fcl ay\u0131nda a\u00e7\u0131klanan i\u015ften \u00e7\u0131karma planlar\u0131n\u0131n ise ayl\u0131k y\u00fczde 39 ve y\u0131ll\u0131k y\u00fczde 20 azald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Petrol taraf\u0131nda, ABD\u2019nin Orta Do\u011fu\u2019ya \u00fc\u00e7\u00fcnc\u00fc u\u00e7ak gemisi g\u00f6rev grubunu ve ilave askeri personel g\u00f6nderece\u011fine ili\u015fkin haberlerin \u0130ran ile \u00e7at\u0131\u015fman\u0131n yeniden t\u0131rmanabilece\u011fi endi\u015felerini art\u0131rd\u0131\u011f\u0131 belirtildi. Brent petrol\u00fcn y\u00fczde 4,4 y\u00fckselerek 102,31 dolara, WTI\u2019\u0131n ise y\u00fczde 2,7 art\u0131\u015fla 92,87 dolara \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi.<\/p>\n
\u015eirketler taraf\u0131nda Micron\u2019un son \u00e7eyrekte gelirlerinin d\u00f6rt kat\u0131na \u00e7\u0131kmas\u0131yla g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar a\u00e7\u0131klad\u0131\u011f\u0131 ve \u015firket hisselerinin g\u00fcn\u00fc y\u00fczde 3 y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. ABD\u2019de S&P 500 y\u00fczde 0,19 art\u0131\u015fla 7 bin 666,45, Nasdaq y\u00fczde 0,04 y\u00fckseli\u015fle 26 bin 871,60 ve Dow Jones y\u00fczde 0,04 art\u0131\u015fla 50 bin 926,56 seviyesinden g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Analizde, Asya piyasalar\u0131nda kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm izlendi\u011fi ve yat\u0131r\u0131mc\u0131lar\u0131n ABD\u2019de a\u00e7\u0131klanacak istihdam verileri \u00f6ncesinde temkinli kald\u0131\u011f\u0131 belirtildi. ABD 10 y\u0131ll\u0131k tahvil faizinin Asya i\u015flemlerinde y\u00fczde 5,25 civar\u0131na geriledi\u011fi, Brent petrol\u00fcn ise 102 dolar\u0131n \u00fczerinde seyretti\u011fi aktar\u0131ld\u0131.<\/p>\n
Bug\u00fcn ABD\u2019de Eyl\u00fcl ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam, i\u015fsizlik oran\u0131 ve ortalama saatlik kazan\u00e7 verilerinin takip edilece\u011fi belirtilen analizde, tar\u0131m d\u0131\u015f\u0131 istihdam art\u0131\u015f\u0131n\u0131n 162 binden 100 bine yava\u015flamas\u0131n\u0131n, i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,1 seviyesinde kalmas\u0131n\u0131n ve ortalama saatlik kazan\u00e7lar\u0131n ayl\u0131k y\u00fczde 0,3, y\u0131ll\u0131k y\u00fczde 3,2 artmas\u0131n\u0131n beklendi\u011fi ifade edildi. Euro B\u00f6lgesi\u2019nde ise Eyl\u00fcl ay\u0131 \u00f6nc\u00fc enflasyon verilerinin izlenece\u011fi kaydedildi.<\/p>\n
Borsa \u0130stanbul taraf\u0131nda BIST 100 endeksinin \u00f6nceki g\u00fcn y\u00fczde 0,66 art\u0131\u015fla 12 bin 26,26 puandan ba\u015flad\u0131\u011f\u0131, g\u00fcn i\u00e7inde 12 bin 363,77 seviyesine kadar y\u00fckseldikten sonra y\u00fczde 2,53 art\u0131\u015fla 12 bin 249,04 puandan kapand\u0131\u011f\u0131 belirtildi. Bankac\u0131l\u0131k endeksi y\u00fczde 1,94, sanayi endeksi ise y\u00fczde 2,34 y\u00fckseldi. BIST 100\u2019de i\u015flem hacmi 188,6 milyar TL seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Analizde, endekste toparlanman\u0131n devam edebilece\u011fi belirtilirken, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n KOB\u0130 kredilerinde b\u00fcy\u00fcme s\u0131n\u0131r\u0131n\u0131 y\u00fczde 4,5\u2019ten y\u00fczde 5\u2019e y\u00fckseltti\u011fi ve TL zorunlu kar\u015f\u0131l\u0131klarda bloke tesis oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Aktif b\u00fcy\u00fckl\u00fc\u011f\u00fc 500 milyar TL\u2019nin \u00fczerindeki bankalarda bloke tesis oran\u0131n\u0131n y\u00fczde 40\u2019tan y\u00fczde 35\u2019e, 100-500 milyar TL aras\u0131ndaki bankalarda ise y\u00fczde 30\u2019dan y\u00fczde 15\u2019e indirildi\u011fi belirtildi.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131nda ise ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin y\u00fczde 5,31, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin y\u00fczde 3,55 seviyesinde oldu\u011fu aktar\u0131ld\u0131. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar cinsi CDS risk priminin 255 baz puan seviyesinde bulundu\u011fu, Dolar Endeksi\u2019nin 101,759\u2019a y\u00fckseldi\u011fi, Euro\/Dolar paritesinin 1,1286\u2019ya geriledi\u011fi ve Dolar\/TL spot kurunun 49,03 seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Yurt i\u00e7inde 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizinin 14 baz puan azal\u0131\u015fla y\u00fczde 39,83\u2019e geriledi\u011fi, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin ise y\u00fczde 35,51 seviyesinde sabit kald\u0131\u011f\u0131 belirtildi.<\/p>\n
Analizde, T\u00fcrkiye\u2019de gelecek haftan\u0131n veri g\u00fcndeminde Eyl\u00fcl ay\u0131 enflasyonu ve A\u011fustos ay\u0131 sanayi \u00fcretimi verilerinin \u00f6ne \u00e7\u0131kaca\u011f\u0131 ifade edildi. 5 Ekim\u2019de Eyl\u00fcl ay\u0131 T\u00dcFE ve \u00dcFE verilerinin, 6 Ekim\u2019de Eyl\u00fcl reel efektif d\u00f6viz kurunun, 7 Ekim\u2019de Eyl\u00fcl Hazine nakit dengesinin ve 9 Ekim\u2019de A\u011fustos sanayi \u00fcretiminin a\u00e7\u0131klanaca\u011f\u0131 kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 2 Ekim (Hibya)- Halk Yat\u0131r\u0131m piyasalar analizine g\u00f6re ABD piyasalar\u0131, tahvil faizlerindeki geri \u00e7ekilmenin etkisiyle Ekim ay\u0131na s\u0131n\u0131rl\u0131 pozitif ba\u015flad\u0131. Analizde, bug\u00fcn a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisinin k\u00fcresel piyasalarda y\u00f6n a\u00e7\u0131s\u0131ndan takip edilece\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":160524,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-160523","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/160523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=160523"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/160523\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/160524"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=160523"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=160523"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=160523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"